How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Insurance and Financial Services Agent

  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.

  • Process sales or other transactions.